Ren Ito, Co-Founder and Chairman of Sakana AI, has been appointed to the "AI for Good Global Commission", established by the United Nations and the ITU. As a Japanese AI company, we are honored to join global leaders, experts, and policymakers to actively contribute to building a trusted AI ecosystem, driving responsible innovation, and shaping the future of AI policy. Sakana AI 共同創業者の伊藤錬が、国連AI for Goodのグローバル委員会委員に就任しました。 日本のAI開発企業として本委員会へ参画し、信頼できるAIエコシステムの形成や責任あるイノベーションの支援に向けた国際的な議論に積極的に貢献していきます。

AI’s trillion-dollar chip boom is spreading well beyond Nvidia ($NVDA). TSMC ($TSM), Broadcom ($AVGO), Micron ($MU) and AMD ($AMD) have all surged as AI spending expands across foundries, memory, CPUs, networking and packaging.

AI BOOM MAY REQUIRE U.S. SPENDING EQUAL TO 9% OF GDP America may need to spend roughly $3.5 trillion annually on AI services by 2032 — 8.8% of GDP — to justify today’s massive data-center investment, according to Columbia professor Stijn Van Nieuwerburgh. The risk is that expanding compute capacity drives AI prices and margins sharply lower, leaving revenues unable to support current investment. AI could still deliver major productivity gains — but economic benefits don’t necessarily translate into investor returns.

AI is all that matters for markets right now. AI infrastructure companies now account for 40% of the S&P 500’s market capitalization. At the same time, just 3 chipmaker firms represent 28% of the MSCI Emerging Markets Index. AI-related companies also account for 49% of investment-grade bond issuance so far in 2026. The concentration is even more extreme in private markets, with AI capturing 87% of venture capital funding year-to-date. By comparison, in 1999, during the Dot-Com bubble, less than 40% of venture capital funding was related to internet companies. AI has become the market.

AI community whiplash is undefeated. Last week: OpenAI drops Astra. “OPENAI IS GOD TIER.” This week: OpenAI drops dots + GPT-6.1 Sol. “OPENAI IS COOKED.” For fuck’s sake. STFU and build something already. Less lip. More ship.